Sarah is a dynamic professional at Heritage Trust, where she holds the titles of Chief Financial Officer, Chief Compliance Officer, and Senior Trust Officer. With over 15 years of experience in the financial sector, Sarah ensures Heritage Trust’s financial success, regulatory compliance, and client fiduciary duties.
A graduate of the University of British Columbia with a Bachelor of Arts, Sarah is a Certified Professional Accountant (CPA) and a Trust and Estate Practitioner (TEP).
Beyond her professional achievements, Sarah thrives in the mountains, exploring with her husband, two kids, and dog. She’s also actively involved as Secretary for her kids’ ski club, reflecting her community spirit.
